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Webinar

#EpicCRMFails Webinar Series Part 2: Epic Fails - and How to Avoid Them

Jan. 27, 2021 | 8:30 - 9:30 a.m. PT / 11:30 a.m. - 12:30 p.m. ET / 4:30 - 5:30 p.m. GMT

Join us for part one of this four-part series examining some the top issues that can lead to “Epic CRM Fails.” You will hear from experienced marketing and business development professionals who will share real-life stories of how they overcame these obstacles. You’ll also see never-before-released videos that capture the frustration of failure – and get actionable ideas and best practices to succeed.

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Webinar

Unleashing the Power of Your Data to Drive More Profitable Business

Feb. 4, 2021 | 8 - 9 a.m. PT / 11 a.m. - 12 p.m. ET / 4 - 5 p.m. GMT

As accounting and consulting firms enter 2021 on morestable ground than they may have predicted in the spring of last year, many also now understand that their new operating models aren’t simply stop-gap solutions — new ways of working are here to stay. As a result of this sea of changeinnovation initiatives focused on improving client experience and retention should not only evaluate how work is performed and delivered to clients, but also address how firms can leverage insights gleaned from the completion of that work to improve employee satisfaction, protect and grow revenue, and ultimately deliver end-to-end engagements that result in happier clients and higher profits 

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Webinar

CRM Success Webinar Series Part 3: Driving Operational Improvements and Efficiencies

Feb. 25, 2021 | 8 - 9 a.m. PT / 11 a.m. - 12 p.m. ET / 4 - 5 p.m. GMT

You’ve defined success and aced your CRM implementation. Your users are actively using the new system and successfully accomplishing their goals. You are about to experience the broader impacts of CRM across the firm that stem from operational success, the third pillar of Pinnacle’s Success and Value Framework. In Part 3 of our CRM Success webinar series, we’ll discuss how CRM can provide a platform for process improvement and operational efficiencies extending beyond the marketing and business development departments. CRM experts from Pinnacle and Intapp will share insights and examples of how firms are using CRM to support and drive cross-functional business processes, and explore the underlying technology that makes it work.

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